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Youdao, Inc.

DAO
Exchange
NYSE
Industry
Services-Educational Services
SEC CIK
0001781753

In the last 90 days, Youdao, Inc. insiders filed 0 open-market purchases and 5 sales; 32 institutions reported holding it in 13F filings for Q2 2026, worth $139.8M in total; no superinvestor holds it.

13F holders, Q2 2022

Institutional positions in Youdao, Inc. as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
41
+6 vs. Q1 2022
Shares held
23.8M
+513.6K (+2.2%) vs. Q1 2022
Total value
$117.0M
−$48.2M (−29.2%) vs. Q1 2022
New holders
14
12 more added
Sold out
8
11 more reduced

Compare with Q1 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting DAO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2022: 41 institutions
Q1 2021: 53 institutionsQ2 2021: 43 institutionsQ3 2021: 39 institutionsQ4 2021: 36 institutionsQ1 2022: 35 institutionsQ2 2022: 41 institutionsQ3 2022: 27 institutionsQ4 2022: 40 institutionsQ1 2023: 44 institutionsQ2 2023: 42 institutionsQ3 2023: 34 institutionsQ4 2023: 35 institutionsQ1 2024: 33 institutionsQ2 2024: 35 institutionsQ3 2024: 29 institutionsQ4 2024: 30 institutionsQ1 2025: 30 institutionsQ2 2025: 30 institutionsQ3 2025: 34 institutionsQ4 2025: 31 institutionsQ1 2026: 33 institutionsQ2 2026: 32 institutions
Value heldQ2 2022: $117.0M
Q1 2021: $530.0MQ2 2021: $564.9MQ3 2021: $284.4MQ4 2021: $309.0MQ1 2022: $165.3MQ2 2022: $117.0MQ3 2022: $91.6MQ4 2022: $116.4MQ1 2023: $178.1MQ2 2023: $94.8MQ3 2023: $73.0MQ4 2023: $66.9MQ1 2024: $63.6MQ2 2024: $58.1MQ3 2024: $59.5MQ4 2024: $103.6MQ1 2025: $102.9MQ2 2025: $108.2MQ3 2025: $123.8MQ4 2025: $120.4MQ1 2026: $114.9MQ2 2026: $139.8M
Institutions holding DAO and their total value by quarter
QuarterHoldersValue
Q2 202632$139.8M
Q1 202633$114.9M
Q4 202531$120.4M
Q3 202534$123.8M
Q2 202530$108.2M
Q1 202530$102.9M
Q4 202430$103.6M
Q3 202429$59.5M
Q2 202435$58.1M
Q1 202433$63.6M
Q4 202335$66.9M
Q3 202334$73.0M
Q2 202342$94.8M
Q1 202344$178.1M
Q4 202240$116.4M
Q3 202227$91.6M
Q2 202241$117.0M
Q1 202235$165.3M
Q4 202136$309.0M
Q3 202139$284.4M
Q2 202143$564.9M
Q1 202153$530.0M

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Youdao, Inc.; share changes are against Q1 2022.

Institutions holding DAO in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Orbis Allan Gray Ltd14,805,324$72.8M0.59%+346,823+2.4%Added
Coronation Fund Managers Ltd.2,529,815$12.4M0.69%−254,830−9.2%Reduced
NetEase, Inc.1,959,873$9.64M7.38%+1,959,873New
Vanguard Group Inc1,214,957$5.98M0.00%+33,273+2.8%Added
BlackRock Inc.765,357$3.77M0.00%+57,653+8.1%Added
TB Alternative Assets Ltd.489,059$2.41M1.18%−19,086−3.8%Reduced
Schonfeld Strategic Advisors LLC368,652$1.81M0.02%+368,652New
Invesco Ltd.346,935$1.71M0.00%−47,756−12.1%Reduced
State Street Corp248,587$1.22M0.00%+29,370+13.4%Added
Jane Street Group, LLC186,383$917.0K0.00%+174,096+1,416.9%Added
HRT Financial LP151,105$743.0K0.01%+151,105New
ExodusPoint Capital Management, LP138,520$682.0K0.01%+138,520New
Norges Bank96,600$475.3K0.00%00.0%Unchanged
Morgan Stanley72,781$357.0K0.00%+55,563+322.7%Added
California Public Employees Retirement System63,981$315.0K0.00%−2,032−3.1%Reduced
Millennium Management LLC49,657$244.0K0.00%+15,463+45.2%Added
Nuveen Asset Management, LLC45,000$221.0K0.00%+9,500+26.8%Added
Barclays PLC33,000$162.0K0.00%+33,000New
Susquehanna International Group, LLP28,304$139.0K0.00%+17,105+152.7%Added
Goldman Sachs Group Inc27,087$133.0K0.00%−285,287−91.3%Reduced
Renaissance Technologies LLC25,600$126.0K0.00%+25,600New
Envestnet Asset Management Inc22,100$109.0K0.00%+6,954+45.9%Added
Old Mission Capital LLC21,909$108.0K0.00%+5,444+33.1%Added
D. E. Shaw & Co., Inc.15,098$74.0K0.00%−27,879−64.9%Reduced
Virtu Financial LLC14,078$69.0K0.01%+14,078New
Northern Trust Corp12,180$59.0K0.00%+12,180New
Marshall Wace, LLP11,395$58.0K0.00%+11,395New
Legacy Wealth Asset Management, LLC11,018$54.0K0.02%+11,018New
Insight Advisors, LLC10,700$47.0K0.02%+10,700New
Credit Suisse AG5,853$29.0K0.00%−39,106−87.0%Reduced
Simplex Trading, LLC5,854$28.0K0.00%+4,544+346.9%Added
Legal & General Group Plc4,898$24.0K0.00%00.0%Unchanged
JPMorgan Chase & Co3,284$16.0K0.00%+3,284New
Royal Bank of Canada2,000$10.0K0.00%00.0%Unchanged
Compagnie Lombard Odier SCmA2,000$10.0K0.00%00.0%Unchanged
Bank of America Corp1,537$8.00K0.00%−41,918−96.5%Reduced
Tower Research Capital LLC (TRC)506$2.00K0.00%−3,810−88.3%Reduced
UBS Group AG350$2.00K0.00%−870−71.3%Reduced
Citigroup Inc40$00.00%−2,230−98.2%Reduced
Harbour Investments, Inc.50$00.00%+50New
Rockefeller Capital Management L.P.156$00.00%+156New
Krane Funds Advisors LLC0$00.00%−1,914,991−100.0%Sold out
UBS Asset Management Americas Inc0$00.00%−261,224−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−24,952−100.0%Sold out
Engineers Gate Manager LP0$00.00%−17,463−100.0%Sold out
Geode Capital Management, LLC0$00.00%−15,189−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−11,985−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−11,203−100.0%Sold out
Exane Derivatives0$00.00%−13−100.0%Sold out